Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$239K Hold
2023
Q3
$210K Hold
2023
Q2
$243K Hold
2023
Q1
$270K Hold
2022
Q4
$257K Buy
2022
Q3
Sell
2022
Q2
$225K Hold
2022
Q1
$296K Hold
2021
Q4
$367K Hold
2021
Q3
$320K Hold
2021
Q2
$340K Hold
2021
Q1
$292K Hold
2020
Q4
$311K Hold
2020
Q3
$276K Hold
2020
Q2
$216K Buy
2020
Q1
Sell
2019
Q4
$223K Hold
2019
Q3
$207K Buy